Shareholder General Meeting Presentation - Metallium Ltd
Released
Released
Announcement PDF
Revolutionary Metal Recovery Technology
SHAREHOLDER GENERAL MEETING PRESENTATION
30 June 2025
Metallium Ltd
ASX: MTM / OTCQB: MTMCF
Disclaimers
This presentation has been prepared by Metallium Ltd (ACN 645 885 463) (“Metallium”, “MTM’ or “Company”) for the exclusive
use of the party to whom Metallium delivers this document (the “Recipient”). The information contained in this document has
been prepared in good faith by Metallium. However, to the maximum extent permitted by law, no representation or warranty,
either express or implied, is made as to the accuracy, completeness, adequacy or reliability of the information contained in this
document. This document contains only a synopsis of more detailed information in relation to the matters described herein and
accordingly no reliance may be placed for any purpose whatsoever on the sufficiency or completeness of such information as
presented herein. This document should not be regarded by the Recipient as a substitute for the exercise of its own judgment
and the Recipient should conduct its own due diligence in respect of the contents of this document. To the maximum extent
permitted by law, Metallium, its directors, officers, employees, advisers, and agents disclaim any or all liability for any loss or
damage which may be suffered by any person as a result of the use of, or reliance upon, anything contained within or omitted
from this document.
The figures, valuations, forecasts, estimates, opinions and projections contained herein involve elements of subjective judgment and
analysis and assumption. Metallium does not accept any liability in relation to any such matters, or to inform the Recipient of any
matter arising or coming to the company’s notice after the date of this document which may affect any matter referred to herein. Any
opinions expressed in this material are subject to change without notice, including as a result of using different assumptions and
criteria. This document may contain forward-looking statements. Forward-looking statements are often, but not always, identified by
the use of words such as “seek”, “anticipate”, “believe”, “plan”, “expect”, and “intend” and statements than an event or result
“may”, “will”, “should”, “could”, or “might” occur or be achieved and other similar expressions. Forward-looking information is
subject to business, legal and economic risks and uncertainties and other factors that could cause actual results to differ materially
from those contained in forward-looking statements. Such factors include, among other things, risks relating to property interests, the
global economic climate, commodity prices, sovereign and legal risks, and environmental risks. Forward-looking statements are based
upon estimates and opinions at the date the statements are made. To the maximum extent permitted by law,
This document has been prepared solely for informational purposes. This document does not constitute a prospectus or other
form of disclosure document and is not to be construed as a solicitation, invitation or an offer to buy or sell any securities, or
related financial instruments, in any jurisdiction. This document is not subject to the disclosure requirements affecting disclosure
documents under Chapter 6D of the Corporations Act 2001 (Cth) and has not been approved by any regulatory authority such as
the Australian Securities and Investments Commission or the Australian Securities Exchange.
Metallium undertakes no obligation to update these forward-looking statements for events or circumstances that occur subsequent to
such dates or to update or keep current any of the information contained herein. The Recipient should not place undue reliance upon
forward-looking statements. Any estimates or projections as to events that may occur in the future (including projections of revenue,
expense, net income and performance) are based upon the best judgment of Metallium from information available as of the date of
this document. There is no guarantee that any of these estimates or projections will be achieved. Actual results will vary from the
projections and such variations may be material. Nothing contained herein is, or shall be relied upon as, a promise or representation
as to the past or future. Metallium, its affiliates, directors, employees and/or agents expressly disclaim any and all liability relating or
resulting from the use of all or any part of this document or any of the information contained herein.
The Recipient should not construe the contents of this document as legal, tax, accounting or financial or investment advice or a
recommendation. The Recipient should consult its own legal counsel, tax and financial advisors concerning any matter described
herein. This document does not purport to be all-inclusive or to contain all of the information that the Recipient may require. No
investment, divestment or other financial decisions or actions should be based solely on the information in this document. The
distribution of this document may be restricted by law in certain jurisdictions. The Recipient and any other persons who come
into possession of the document must inform themselves about, and observe, any such restrictions.
Cautionary Statement Regarding Exploration & Development, Values & Forward-Looking Information
The tenements comprising the Company’s projects (“Projects”) are at various stages of exploration and development and
potential investors should understand that mineral exploration and development are high-risk undertakings. There can be no
assurance that exploration and development of the Projects, or any other tenements that Metallium may acquire in the future,
will result in the discovery of an economic deposit. Even if an apparently viable deposit is identified, there is no guarantee that it
can be economically exploited. Specifically, investors are cautioned that the Projects have no reported mineral resources or ore
reserves and that the proximity of the Projects to any deposit and any geological similarities with that deposit are no guarantee
that the Project will be prospective for an economic reserve.
It is a requirement of the ASX Listing Rules that the reporting of exploration results in Australia comply with the Joint Ore
Reserves Committee’s Australasian Code for Reporting of Mineral Resources and Ore Reserves (“JORC Code”). Investors outside
Australia should note that while exploration results pertaining to the Projects comply with the JORC Code, they may not comply
with the relevant guidelines in other countries and, in particular, do not comply with National Instrument 43 101 (Standards of
Disclosure for Mineral Projects) of the Canadian Securities Administrators (the “Canadian NI 43 101 Standards”).
2
Illustrative Economics Disclaimer
This document may include conceptual illustrations and indicative assumptions regarding potential business model economics. These
do not represent final or actual financial outcomes, and have not been validated through pilot or commercial operations. All economic
scenarios, value estimates, and modelling outputs are preliminary in nature, provided solely for illustrative purposes, and should not
be relied upon for investment or commercial decision-making. Actual results may vary materially, and Metallium makes no
representation or warranty as to the accuracy or completeness of any such forward-looking assumptions or outcomes.
By accessing or reviewing this document, the Recipient acknowledges and agrees to the "Disclaimer" as detailed above.
From MTM to Metallium –
Strategic Evolution
Rebrand marks transition to a U.S.-led industrial tech company
transforming the economics and possibilities of metal recovery
Key Target Metals: Strategic, Critical & Precious
A name rooted in the periodic
table — and our target metals
Metal (l) + ium
Target Metals – The 'ium' Thread
“Metallium” encapsulates our mission: to recover strategic and precious
metals faster and more economically from waste and ore vs any other method
3
Forging a U.S. National Platform for
Strategic Metals Recovery
4
20+
Strategic partnerships across feedstock,
technology, and offtake channels under way
or under development
6+
U.S. states in Metallium’s national
deployment strategy by end-2026
8+
Core patents and growing = extremely wellprotected IP across Flash Joule Heating &
chemistry pathways
A$50M
Institutional capital raised (June 2025) to
accelerate U.S. commercial rollout
Execution by the Numbers: Key Metrics
A$50M Institutional Raise - Advances U.S. Technology Execution & Expansion
Investment Highlights
Use of Funds*
A$50M raised at A$0.55/share
▪ Firm commitments from Tier-1 institutions
Heavily Oversubscribed book
▪ Strong demand from International and Australian
long-only funds
First Commercial FJH
Line in Texas
Commercial Team &
U.S. Build-out
R&D –
Optimisation &
Ongoing
Development
Institutional validation of U.S. growth strategy
▪ Endorsement of MTM’s transition to a metal recovery
industrial company
Clean capital structure maintained
▪ Share-only placement, no additional securities issued
as placement fees
Working Capital &
Contingency
Site Infrastructure &
Scale-up CapEx
>80% directly applied to execution & revenuegenerating activity
This raise positions Metallium to accelerate our U.S. commercial rollout
5
*excluding capital raise fee (6%)
The Future of Metals Recovery
Who is Metallium?
A U.S.-focused industrial technology company with a patented process to recover metals from
both waste and ore, more efficiently and economically than traditional methods.
100%-owned USA subsidiary
Corporate Head Office
(Metallium Ltd)
OUR EDGE
✓ Innovation: Patented U.S.-invented Flash Joule Heating (FJH) technology selectively
recovers metals using rapid, high-efficiency electric pulses with proprietary chemistry —
avoiding harsh acids and high-temperature smelting.
✓
Houston, Texas
Soon to be renamed Metallium USA Inc.
Perth, Australia
Houston, Texas, USA
WHAT WE PRODUCE
✓ Gold Chloride (AuCl₃) – Highly saleable; ideal for urban mining of e-waste
✓
Gallium & Germanium Chlorides (GaCl₃, GeCl₄) – Essential for semiconductors,
photovoltaics, fibre optics
✓
Future capacity for REE chlorides – critical for magnets, defence & digital tech
✓
Additional royalty revenue potential i.e. complete reuse of Red mud (alumina refinery
waste) as ‘green cement’ additive with further opportunities to reclaim by-product metals
Stock Ticker:
ASX: MTM; OTCQB: MTMCF
Price (A$):
$0.57*
Market Cap. (A$):
$315m*
Enterprise Value (A$):
$255m
COMMERCIALISATION ROADMAP
✓ Validated by major global partners: Vedanta (India), Indium Corporation (USA), Meteoric
Resources (Australia, Brazil)
Cash (A$):
$60m**
✓
Offtake Agreements in place: For e-scrap and gallium feedstocks with two leading U.S.
recyclers
Debt (A$):
$Nil
✓
1st Commercial Plant under construction in TX: targeting revenue generation by H1 2026
* As at 27 June 2025
6
Feedstocks: Processing high-value materials including:
− Semiconductor & electronics waste (rich in Ga, Ge, In, Au)
− Gold-rich printed circuit boards
− Rare-earth mineral concentrates (e.g. monazite, bastnaesite) & intermediates
(MREC)
** Proforma - Based on cash balance as reported at 30 March 2025 & post June 2025 Placement
Business Model
Metallium is building sustainable, scalable revenue through two core business units
URBAN MINING (WASTE RECYCLING)
Strategic partnerships are key to
securing
feedstock
and
deployment opportunities –
Metallium has already secured
supply
Technology Metals:
Electronic Waste:
Gallium, Germanium,
Indium, Tin
Gold, Copper, PGE -rich
Printed Circuit Boards
MINERAL PROCESSING (MINING PROJECTS)
Rare Earth Elements
(REEs)
Red Mud
(Bauxite Residue)
INDUSTRIAL PARTNER(S)
BUSINESS MODEL
GLOBAL ESTIMATED
MARKET SIZE (INCL.
DOWNSTREAM PRODUCTS)1
PRODUCTS
7
Under a Build-Own-Operate model, Metallium will purchase feedstock,
own and operate the processing facility, and retain full economic interest
in the recovered metals.
~US20B
~US40B
Gallium & Germanium & Indium
Chlorides – Essential for
semiconductors, photovoltaics,
fibre optics
Metal chlorides incl. Gold
Chloride – Highly saleable; ideal
for urban mining of e-waste
Metallium partners with miners or processing plant owners by supplying
equipment and services, and monetises its technology via ongoing
licencing fees and, where applicable, royalties linked to production.
~US13B
~US15B
Various optionality for metal chlorides or more refined
intermediates
1. U.S. Geological Survey (2025) Mineral commodity summaries 2025: Gallium. Reston, USGS;https://pubs.usgs.gov/periodicals/mcs2025/mcs2025-gallium.pdf; Argus Media Group (2025) Argus non-ferrous markets. London: Argus Media; https://www.argusmedia.com/en/metals/argus-non-ferrous-markets; U.S. Census Bureau (2025) Foreign trade statistics. Washington, DC: U.S. Customs
Service;https://www.census.gov/foreign-trade/statistics/index.html; China Nonferrous Metals Industry Association (2025) Gallium production estimates. In: Argus Media Group, Argus non-ferrous markets;https://www.argusmedia.com/en/news-and-insights.
Metallium is
currently also
engaging with
other
strategic
partners on
REE, Lithium,
Antimony, Red
Mud etc
opportunities
– watch this
space
Primary Focus Feedstocks –
High-Value Materials First
Initial focus on HIGH VALUE waste feedstocks
Targeting High-Intrinsic Value
✓
Focusing on Ga, Ge, In-rich waste and gold/copper-rich electronic
(PCB) waste– materials with very large $/t of contained (in-situ) value.
✓
Prioritizing Gold- and Copper-rich e-waste, specifically Printed Circuit
Boards (PCBs) – with rapid, scalable rollout potential.
Gallium / Germanium / Indium
(semiconductor or refinery scrap)
➢ E-Scrap supply secured via agreements with two major U.S. recyclers 1,100
t/year committed
➢ Metallium is also evaluating co-product recovery from PCB plastics — incl.
fibreglass & syngas — as an additional revenue value drivers at the plant level
Access to ultra-rich feed: e.g. Ga/Ge scrap very high in metal value.
Compelling Commercial Opportunities
Gold-Rich E-Waste (PCBs)
Tested material with up to 550 g/t Au + 40% Cu + 14% Sn
✓
A 1−10 tonne/day operation can be highly profitable with such highgrade feed, meaning positive cashflow with modest plant sizes.
✓
Addresses growing demand for critical metals in tech and renewable
energy sectors.
Revenue Pathway
✓
Mineral
Concentrates
8
Engagements with major mining and chemical companies underway
Metallium is carving out a niche in processing high-value waste
streams that others often ignore.
Click
to edit Master
Technology
Historytitle style
Dr. James Tour at his Materials Science & NanoEngineering lab at Rice University, Texas, USA
From the stable of renowned scientist and inventor Dr. James Tour
Flash Joule Heating (FJH) is a technique that utilises an intense short burst of electrical
energy to generate heat and favourable chemical changes within a sample medium.
✓
When combined with proprietary chemical additives, it can be applied to a wide
range of feedstocks to extract metals more efficiently than traditional methods.
2017: FJH invented: Developed in Dr. James Tour’s lab at Rice University, Texas USA (initially
to produce graphene from carbon).
✓
Universal Matter, a Canadian nanotechnology company, licenses FJH for
graphene; today operating at 1 ton/day, proving scalability.
2020: Metals: Additional metal recovery applications were developed in conjunction with
additional chemical methods (chlorination, carbochlorination etc.)
2024: Metallium Exclusive Licence: Metallium secures global exclusive rights to apply FJH
on all metal-bearing wastes and ores. Extremely strong intellectual property (IP) position.
9
2017
2018
2020
2024
2025+
Dr. Tour’s lab develops FJH
for Graphene production
FJH licenced to Universal
Matter to make graphene
commercially
FJH studied for several
metal recovery
applications
Metallium acquired
exclusive global licence for
all metal recovery
applications
Metallium now advancing
FJH from pilot to
commercial scale across
multiple feedstocks
The Industry’s Technology Problem
PYROMETALLURGY
Legacy Metal Processing Tech is
Costly and Unsustainable
✓
Traditional methods: High-energy smelting (1,000°C+) or kiln-based heating over long time
periods, low yields.
✓
Environmental cost: Legacy processes emit large volumes of CO₂ and typically generate
hazardous waste.
✓
Economic cost: Predominantly acid-based / chemical heavy with significant energy and
management costs.
✓
Legacy technology: Many industry-standard equipment (e.g. centuries-old rotary kilns) remain
inefficient, underscoring a lack of innovation in the sector.
✓
Permitting and implementation: For legacy technologies are often protracted, and modifying
outdated infrastructure typically requires significant capital expenditure
Energy intensive, fossil-fuel powered
HYDROMETALLURGY
Chemical intensive, embedded emissions
SUB-ECONOMIC OR DO NOT WORK
Legacy techniques unsuitable for certain ores and wastes
The industry is ripe for a cleaner, more efficient solution …
10
ULTRAFAST HEATING + PROPRIETARY CHEMISTRY
Metallium’s Elegant, Sustainable Solution:
Flash Joule Heating
Ultrafast Heating
We apply a short burst of electric energy to crushed ore or waste. The feed
conducts current and heats in very short timeframes.
Metal
Bearing
Feedstock
FJH
Process
Recovered
Metal
Products
Proprietary Chemistry
A small dose of reactive chemistry helps vaporise target metals as chlorides.
This step improves selectivity and recovery across a range of feedstocks.
One-Step Recovery
Recovered Metal Chlorides
Metal-rich Feedstock
+
Proprietary Catalyst
+
Reactant
Metals are released as vapours and condensed into saleable metal chlorides. No
acid leaching. No multi-stage smelting. No harmful tailings.
What It Enables
FJH can unlock value from difficult materials like spodumene, rare earth
concentrates and intermediates, red mud tailings, and e-waste — faster and
more economically than traditional methods.
Designed for rapid deployment and modular scalability — enabling fast setup
across distributed sites, with minimal permitting and infrastructure requirements.
Net result: Single-step, low-carbon process to extract metals faster, with higher
efficiency and lower reagent use than incumbent technologies.
11
FJH Proprietary System – Block Flow Diagram
Process that turns varied raw wastes or ores into valuable metal products with minimal chemicals
Or other reactant(s)
Metal Rich Waste
Wide applicability
across several
metals, waste
feedstocks and
mineral ores
Mineral
Ores
12
12
Example of how the technology is breakthrough
FJH has demonstrated potential to revolutionise mineral processing flowsheets, by reducing acid, energy & overall number of steps.
i.e. Conventional Flowsheet for Lithium Carbonate vs FJH
i.e. Conventional Flowsheet for REE concentrate processing vs FJH
FJH Conceptual Flowsheet for LiCl or Li Carbonate
Significantly less steps, no sulphuric acid (H₂SO₄) usage and much more efficient impurity removal.
13
High-Grade, High-Value Feedstocks = Exceptional In-Situ Value
Even at small scale, potential to unlock significant value per tonne – impossible with most traditional ores
Feedstock Type
Illustrative
Composition
Est. In-Situ Value
(USD/t)*
Notes
Ga: 15%, Ge: 18%
$450,000 - $800,000+
Ultra-rich tech scrap
from Indium Corp;
Gallium / Germanium/Indium
Ga/Ge Scrap
(semiconductor or refinery scrap)
&
Feedstock partner secured
In/Sn Scrap from
refinery process
In: 20%, Tin: 12%
$80,000 - $90,000+
>1000× typical ore
grades
Gold-rich E-Waste
(High)
Au: 551 g/t, Ag: 2,800
g/t, Cu: 42%, Sn: 13%,
plus Al, Ni, Zn, Ti
$50,000-$75,000
Top-tier PCB char; lab
tested by Metallium
E-Waste
Au: 10–150 g/t, Ag: 100–
600 g/t, Cu: 5–20%,
Sn: 1–3%
$8,000–$15,000
Reflects mass market
PCB feed used by
recyclers
~20–40% TREO
(blended basket
~US$25-50/kg)
$4,000-$18,000
Monazite value
depends on
Nd/Pr/Dy/Tb content
Gold-Rich E-Waste (PCBs)
Feedstock partner secured
(Typical Mixed PCBs)
REE Concentrates
Mineral
Concentrates
Engaging with partners
NOTE: realised value depends on: recovery efficiency, payability, product purity & form, final
offtake terms etc. Above illustrative only for in-situ value. See Appendix for supporting info.
* Fastmarkets (2025). Prices for Ga, Ge, In, Au, Ag, Cu, Sn. [Online] https://www.fastmarkets.com; USGS (2025). Mineral Commodity Summaries 2025.
* Estimated in-situ metal values are based on contained metal content and current spot pricing. Actual realised recovered value will depend on final process recoveries, product purity, and offtake pricing — all of which remain subject to ongoing
testwork and commercial negotiations. See: Appendix – Supplementary Information on In-Situ Value Derivation.
14
Metallium’s Focus Metals Align with
U.S. Strategic Priorities
Critical Metals
•
Ga, Ge, In, Sb, REEs: DOE-designated critical.
•
Used in semiconductors, AI, clean energy, defense etc
•
All are 90–100% import-reliant in the U.S.
U.S. Department of Energy – 2025 Draft Critical
Materials Assessment
Our Technology Unlocks Domestic Supply
•
Metallium extracts these metals from refinery waste, e-waste,
and mineral ore concentrates and intermediates.
•
Only known pathway to U.S.-sourced recovery at commercial
scale.
•
Delivers fast deployment and compelling return-on-capital
economics
Aligned with U.S. Policy and Funding Mandates
15
•
Supports onshoring & de-risking of critical metal supply.
•
Potential for DoE/DoD funding, offtake, and strategic
procurement.
•
Reinforces U.S. industrial resilience & recycling goals.
Reference: U.S. Department of Energy (2025). Draft Critical Materials Assessment – Public Consultation Graphic.
Office of Energy Efficiency & Renewable Energy (EERE). Available at: https://www.energy.gov/eere
Scaling Towards Commercial Production
16
Trusted Design Partner – KnightHawk Engineering (KHE)
30+ years experience in bespoke high-temperature process design (expertise in gasification, fluidized beds, etc.)
✓
KnightHawk is leading the design/engineering of Metallium’s Flash
Joule Heating industrial-scale plant in Houston.
✓
Global specialists in high-temperature engineering with world-class
expertise in scaling novel process technologies.
✓
Clients have included Fortune 500 industrial and energy companies:
Skin in the game: Notably, KnightHawk is also an investor in
Metallium having taken equity in lieu of fees – a strong vote of
confidence
Having KHE onboard significantly de-risks scale-up, ensuring the
upcoming pilot plant is professionally designed & successful
17
KnightHawk Engineering, FJH Team, Houston Texas
FJH Lab & Prototype Testing
Metallium’s Path to First Production: Building the Foundation for Scale
Rapid advancement of FJH technology from a laboratory
breakthrough into a near-term commercial reality.
Over the past 18 months, we have:
✓ Proven the science at lab bench scale with Rice University and
refined proprietary process chemistry;
From Concept to Commissioning: U.S. Metal Recovery at Scale
✓ Built and tested robust bench-scale reactors and early
prototypes, validating scalability and metal recovery efficiency;
✓ Executed multiple pilot campaigns on diverse feedstocks
including e-waste, red mud, REE conc. and refinery residues;
✓ Scaled engineering to industrial design, with our first commercial
plant planned to undergo commissioning by year end in Texas;
✓ Established a U.S. Tech Campus at a pre-permitted site to serve
as the operational launchpad for domestic metals recovery;
✓ Assembled a high-calibre U.S. team of engineers, advisors, and
operational leaders to deliver execution at speed.
Commissioning is on track for December 2025, unlocking early revenues and positioning Metallium as a U.S.-centric producer of critical, strategic and precious metals.
18
Texas Technology Campus
This facility will bring Metallium’s breakthrough technology to a commercial-ready stage,
generating initial cash flow and proving the model for larger expansion
Metallium’s U.S. Technology Campus will house our first commercial plant and
serve as a hub for ongoing R&D and future expansion.
✔ Pre-permitted.
✔ Jan 2026 commissioning date. 365 – 1,100 initial capacity with rapid scale-up
capability.
✔ Located within Houston Industrial Corridor with port and rail access.
✔ Site also includes space for R&D and testing for future feeds (Red Mud, Tailings).
Operational Timeline and Capabilities
Pre-Permitted Industrial Site,
Chambers County, Texas
✔ Operational by Q1 2026: Targeting to commissioning by late 2025.
✔ Processes diverse feedstocks: semiconductor waste, e-waste, red mud, and ore.
Innovation and Optimisation Hub
Prime Location in Houston Industrial Corridor
Strategic location offers direct access to Interstate 10, the Houston Ship Channel (major
port), and is within a 40-minute drive of central Houston, ensuring efficient logistics and
access to suppliers/customers.
19
✔ On-site R&D Centre: We will establish a dedicated FJH innovation lab at the campus to
continually improve the process and adapt it to new feedstocks.
✔ This ensures Metallium remains on the cutting edge and can expand its tech.
applications.
19
Metallium TX Site Location – Within Major Industrial Corridor
20
▪
Strategic location offers direct access to Interstate
10, the Houston Ship Channel (major port), and is
within a 40-minute drive of central Houston,
ensuring efficient logistics and access to
suppliers/customers
▪
Existing on-site infrastructure minimises upfront
CAPEX and accelerates deployment timeline, while
the site’s scale provides capacity for future
expansion and R&D facilities
▪
Strong local support and community engagement
in Chambers County, with Metallium committed to
creating high-skilled local jobs and already
sponsoring a youth baseball team as part of its
community investment.
▪
Metallium is also evaluating co-product
recovery
Secured,
Pre-Permitted Site
from Printed Circuit Board (PCB) plastics at this
site — incl. fibreglass & syngas — as an additional
revenue value drivers at the plant level.
PROJECT SCALE: U.S. National Footprint – Multisite Rollout Plan
Strategic Multisite Deployment Plan – Pre-Permitted U.S. Network Anchored in Texas
21
▪
Texas Hub Secured: Pre-permitted anchor site in Houston region, enabling near-term commissioning
▪
Expansion-Ready Pipeline: Additional sites shortlisted (provisional only) in:
→ Louisiana,
→ Florida,
→ Nevada,
→ Ohio
→ Virginia + multiple other regional targets
▪
Site Selection Criteria:
→ Proximity to major e-waste aggregators and strategic partners
→ Logistical access to regional industrial corridors
▪
Deployment Model:
→ Fixed infrastructure at key hubs
Secured,flexibility
Pre-Permitted Site
→ Mobile modular units for regional
▪
Strategic Rationale:
→ Geographic redundancy → resilient domestic supply
→ Alignment with U.S. critical metal reshoring priorities
→ Fast-track path to significant tonnage recovery capacity across USA
→ Sites shortlisted for proximity to e-waste aggregators & industrial partners
Houston, TX
Strategic Partnerships – Validating and
Accelerating Our Strategy
22
Industry Leaders Back Metallium
Success Underpinned by the Company We Keep
✓
✓
✓
23
Vedanta: Vedanta (US$20B market cap) – Partnering with Metallium to deploy FJH on red mud (alumina refinery waste) – aiming to extract
residual valuable metals and produce a low-carbon cement additive (a world-first solution).
✓
Goals: (1) recover Al, Ti, Ga, REEs and (2) remove iron to produce a green cement additive from waste.
✓
Vedanta gains a solution for a large waste problem; Metallium gains a pathway to scale its tech at an industrial site.
Indium Corp: Collaborating to process Indium Corp’s ultra-rich gallium/germanium scrap, which has grades ~1000x higher than typical ores
(unlocking significant value)
✓
Goal: secure ultra-rich feedstock and validation in the semiconductor materials supply chain.
✓
Indium provides feedstock and industry know-how; Metallium provides tech to extract value.
Dynamic Lifecycle Innovations & Plastic Recyclers Inc. - Major E-Scrap Recycling Firms in the U.S.
✓ Signed LOI with two leading U.S. recyclers to secure E-Scrap supply.
✓
Secures >1,100 tonnes/year of PCB-rich high-value E-Scrap under long-term LOIs.
✓
Supply penalties ensure reliability; Enables commercial rollout and de-risks operations.
Binding Supply &
Offtake agreements
expected soon
✓
Meteoric Resources (ASX: MEI)
✓ MOU to Process Mixed Rare Earth Carbonate (MREC) to remove impurities (La/Ce) and enrich magnet rare earths for downstream
separation → Validates use of FJH to upgrade MREC and enable cost-effective magnet REE refining.
✓
Pipeline: Metallium is in discussions with > 10 additional companies across mining, recycling, and processing sectors – underlining broad
industry interest in our technology.
✓
U.S. Gov’t Interest: Metallium’s work has drawn interest from U.S. Department of Defense and Department of Energy for its potential to bolster
strategic metal supply chains. Several significant grant opportunities are currently being pursued.
Execution Roadmap – Key Milestones Through Early 2026
•
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Capitalised, Organised, and
Ready to Build
Construction & Commercial
Anchors
From Commissioning to
Commercial Output
From 1st Commercial Plant to
National rollout & beyond
A$50M Placement Completed –
Backed by Tier-1 domestic & U.S.
institutions
•
Texas Site Secured – 1ST FJH
commercial line facility has a home
•
Commercial Team Onboarded – U.S.
team expanded
•
•
Feedstock Locked In - agreements
for e-waste & refinery scrap
Commercial Plant Design Finalised
– Engineering complete for FJH line
•
•
•
* Above newsflow is provisional
Share your feedback
Discover